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From Wealth Management / Private Banking April 11, 2018

Greek shipping magnates navigate choppy waters

Greek shipping families claim they have been let down by private banks in the past, but they still need finance and investment expertise

Milena Grayde, JP Morgan
From Wealth Management / Family Offices April 11, 2018

JP Morgan investment bank takes seat at family table

JP Morgan’s investment and private banking divisions are collaborating to serve family offices, explains Milena Grayde, who heads up a new team targeting this lucrative market

Jonathan Wyatt, Protiviti
From Wealth Management / Business Models March 27, 2018

Old and new: the rise of the hybrid proposition

Wealth managers are warming to the idea of hybrid business models, which mix personal advice with digital offerings

Luigi Marciano, Objectway
From Wealth Management / Business Models March 9, 2018

Fintech on Friday: Technology allowing wealth managers to move into mainstream

Servicing the retail market with high-tech offerings is a huge opportunity for wealth managers, but humans will remain vital in managing client relationships, believes Objectway's Luigi Marciano

From Wealth Management / Business Models February 21, 2018

Client-centric business models help performance rocket

Integrated business models which are aligned with client needs are more likely to boost assets under management and wealth manager’s profits

Sara Ferrari, UBS
From Wealth Management / Private Banking February 21, 2018

UBS sees chance to add colour to family office picture

No family office can do everything and UBS sees an opportunity in using the full range of its services to fill in the gaps, explains the head of its Global Family Office unit, Sara Ferrari

Daryl Liew
From Wealth Management / Private Banking February 21, 2018

Asian private banks struggle to bridge talent gap

Asian clients are developing increasingly complex needs and demanding more from their wealth managers, making the shortage of experienced relationship managers a growing concern for private banks

Chingyee Yau, HSBC Private Banking
From Wealth Management / Private Banking January 2, 2018

Private banks enable women to invest with confidence

Women tend to be less confident investors than their male counterparts, and although this should be addressed by wealth managers, it has not necessarily detracted from performance

Stephanie Luedke, Citi Private Bank
From Wealth Management / Business Models January 2, 2018

Sustainable investments strike chord with female clients

Female investors are more attuned to social and environmental issues, but merely pushing products in their direction is not the way to meet their needs  

Amy Lo, UBS
From Wealth Management / Business Models January 2, 2018

Chinese wealth managers put faith in family values

The wealth management industry in China is maturing, going beyond product pushing to offering a broader range of professional services, and catering to the extended family is now seen as a key consideration

Latest PWM video

Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.

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